Alyssa Quill signed Storage Asset Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Storage Asset Management, LLC's EIN is 27-2449301.
Download the official 2024 Form 5500 (PDF) for Storage Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Storage Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 95-6817943 | IRVINE, CA | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST. LOUIS, MO | INVESTMENT AD VISOR | $27K | — |
| SIEGEL ACTUARIAL CONSULTING, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies * American Funds American Funds 2035 Target Date Fund F6 | Mutual Funds | — | — | $1.3M | 17.5% | |
| American Funds American Funds 2030 Target Date Fund F6 | Mutual Funds | — | — | $786K | 10.6% | |
| American Funds American Funds 2040 Target Date Fund E6 | Mutual Funds | — | — | $699K | 9.4% | |
| American Funds American Funds 2045 Target Date Fund F6 | Mutual Funds | — | — | $526K | 7.1% | |
| American Funds American Funds 2050 Target Date Fund F6 | Mutual Funds | — | — | $471K | 6.3% | |
| American Funds American Funds 2025 Target Date Fund E6 | Mutual Funds | — | — | $455K | 6.1% | |
| American Funds American Funds 2065 Target Date Fund F6 | Mutual Funds | — | — | $403K | 5.4% | |
| American Funds American Funds Fundamental Investors R6 | Mutual Funds | — | — | $358K | 4.8% | |
| American Funds American Funds AMCAP R6 | Mutual Funds | — | — | $333K | 4.5% | |
| American Funds American Funds 2055 Target Date Fund F6 | Mutual Funds | — | — | $320K | 4.3% | |
| American Funds American Funds 2060 Target Date Fund F6 | Mutual Funds | — | — | $246K | 3.3% | |
| American Funds American Funds New Economy R6 | Mutual Funds | — | — | $205K | 2.8% | |
| American Funds American Funds American Balanced E6 | Mutual Funds | — | — | $204K | 2.7% | |
| Participant Loans 8.75% - 9.50% | Bonds / Notes | — | — | $159K | 2.1% | |
| American Funds American Funds 2020 Target Date Fund F6 | Mutual Funds | — | — | $129K | 1.7% | |
| MFS Growth R6 | Mutual Funds | — | — | $121K | 1.6% | |
| American Funds American Funds American Mutual e6 | Mutual Funds | — | — | $112K | 1.5% | |
| American Funds American Funds Capital Inc BLDG R6 | Mutual Funds | — | — | $106K | 1.4% | |
| American Funds American Funds Income Fund of America | Mutual Funds | — | — | $97K | 1.3% | |
| American Funds American Funds International GR & INCR6 | Mutual Funds | — | — | $91K | 1.2% | |
| JPMorgan JP Morgan Equity Income R6 | Other securities | — | — | $62K | 0.8% | |
| Hartford Mutual Funds Hartford Core Equity | Other securities | — | — | $56K | 0.7% | |
| American Funds American Funds Smallcap Worldre | Mutual Funds | — | — | $26K | 0.3% | |
| American Funds American Funds 2010 Target Date Fund F6 | Mutual Funds | — | — | $23K | 0.3% | |
| Hartford Mutual Funds Hartford Midcap R6 | Other securities | — | — | $17K | 0.2% | |
| American Funds American Funds American Hi INC TR R6 | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds American Funds US GOV Money Market R6 | Mutual Funds | — | — | $12K | 0.2% | |
| MFS MID Cap Value | Mutual Funds | — | — | $11K | 0.2% | |
| American Funds American Funds Europacific GR R6 | Mutual Funds | — | — | $11K | 0.1% | |
| American Funds American Funds Capital World Bond R6 | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds American Funds US Government SEC R6 | Mutual Funds | — | — | $8K | 0.1% | |
| American Funds American Funds Capital World GA R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Hartford Mutual Funds Hartford World Bond R6 | Other securities | — | — | $5K | <0.1% | |
| American Funds American Funds Bond Fund of AmerR6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 65-1279994 |
| SLIPPERY ROCK, PA |
| CONTRACT ADMI NISTRATOR |
| $10K |
| — |
